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Wolf & Company Technology Leadership Conference

October 27, 2019 @ 6:00pm to October 28, 2019 @ 3:15pm

Location: Mohegan Sun Resort & Casino, Uncasville, CT

As technology continues to disrupt the banking industry, CEOs and Boards are looking to their IT Directors, Chief Information Officers, and Chief Technology Officers to provide leadership in directing the bank’s future.

Join senior banking executives and leading technology professionals as they discuss the technology leadership characteristics necessary for community based financial institutions to compete and survive in this rapidly changing environment.

You’ll learn:

  • Emerging technologies that are changing the game
  • How to develop a people strategy designed to better recruit and retain tech talent
  • Ways to ensure technology will continue to support the institution
  • The insights and action plans that CEOs want and successful CIOs deliver

And that’s just the beginning.


Sunday, October 27th, 2019

6:00 PM – 9:00 PM – Dinner

  • Ballo Italian Restaurant – located inside Mohegan Sun Casino

Monday, October 28th, 2019

7:30 AM – 8:30 AM – Registration & Breakfast

8:30 AM – 8:45 AM – Introduction

8:45 AM – 9:30 AM – Keynote

  • Joel Jacobs, Vice President, Chief Information Office – MITRE Corporation

9:30 AM – 10:25 AM – Insights from the Experts: CEO Panel

A CEO’s view of the organization sees it all—and what they see in IT is how it impacts the business. But their view doesn’t stop at the big picture. Our CEO panel will dive into the nuances of IT in their organizations at every level, including:

  • The needs, challenges, frustrations, and wants…
  • …and how they’ve seen that change over past 10-20 years
  • The challenges and struggles they see their peers experiencing
  • The expertise they’re looking for in their IT leaders
  • How to create a technology-efficient organization
  • The qualities they look for in an IT executive capacity

10:30 AM – 10:50 AM – Break

10:50 AM – 11:45 AM – Is Technology Driving Community Banks to Obsolescence?

  • Matthew Putvinski, Director of Risk Management – Wolf & Company, P.C.

As technology continues to rapidly change—and threaten—the dynamics of our financial institutions, CEOs and Boards are focusing more attention on their IT Department. This means more pressure on the department to not only keep the network running, but also to help with the strategic direction of how technology can better interact with customers and employers.

This session will share the impacts technology is having on the institutions, and the opportunities for the IT Department to take a leadership role in helping the institution navigate this new revolution. You’ll learn more about:

  • The impact of technology in community banks
  • The future of community banks if we do not properly address this new technology revolution
  • What IT leaders can do to help drive the institution’s ability to innovate and adapt technology

11:50 AM – 1:00 PM – Buffet Lunch & Workshop Activity

1:05 PM – 2:00 PM – Insights from the Experts: CIO Panel

  • Barry Abramowitz, Chief Information Officer – Liberty Bank
  • Eric Devine, First Vice President, Innovation & Technology – Country Bank
  • Julie Jenkins, Director of Operations – Northeast Bank
  • Kevin Runyon, Chief Information Officer – Peapack-Gladstone Bank
  • John Sullivan, Director if Digital and Technology Strategy, BankNewport

When it comes to CIOs, making connections—both through technology and with their customers—is everything. So how can they tackle such a tall order? Our CIO panel will explore how they:

  • Communicate to the Board and CEO (and what they communicate)
  • Drive technology to create better organizational efficiencies
  • Better connect with customers
  • Take IT out of the red—and change perceptions of it just being a cost—to transform IT into a
  • system that efficiently conducts business
  • And so much more

2:05 PM – 3:00 PM – Educational Session: Recruit/Retain/Develop Talent in the Tech Roles

  • Lisa Jacobi, SVP, Chief Human Resource Officer - COCC

While 1/3 of COCC’s workforce has been with the company for more than 10 years, millennials account for 44% of COCC’s workforce. The company adapted to this generational shift within the staff, cultivating its culture to satisfy the needs of its entire workforce, including physical, mental and financial health, professional development, total rewards and retirement planning. The increased focus on culture and employee well-being has improved employee engagement, reduced turnover, and increased client satisfaction. This session provides insight on how COCC shifted its model for recruitment and retention to achieve a more efficient and effective business.

3:00 PM – 3:15 PM – Closing Thoughts & Adjourn


Earn 5 CPE Credit

After completing this program, participants are eligible for 5 CPE Credit.Wolf & Company, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Hotel Reservations

We have a room block reserved for Sunday, October 27th, 2019 and Monday, October 28th, 2019, for $169/night before taxes and fees. Reservations must be received by Monday, October 23, 2019. To reserve a room please click here or call: 1-888-226-7711 and reference the Wolf & Company Conference code WLFP19.


Please contact Stephanie Creedon, Senior Marketing Specialist at, or (617) 261-8142